Assistant / Associate Advisor

1 week ago

Sydney, Australia William Buck Full time

Why you want this role:
Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Assistant / Associate Advisor to join our team

If you’re looking for a challenging role with broad exposure to all aspects of financial planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and want to continue to develop your careerthen this is the perfect role for you

You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice.

Highlights you need to know:
A clear pathway to becoming an Advisor
A proven track record of developing talented individuals into high-quality Advisors
We manage approximately $1.3bn in assets (Sydney office, for a relatively low number of clients) and we run our own portfolios
Our intensive training and development programs cover investments, client engagement, asset protection (using entities not just insurance) and tax, as well as the soft skills needed to engage with a client on an advice basis without ‘selling’
We project manage and add value across all facets of our client’s financial affairs
Under our own license, you will work closely with our Directors and Senior Advisors, to provide sophisticated and tailored advice to our successful business owners, high level executives and ultra-high net worth families.
We develop wealth creation, tax minimisation, retirement, superannuation (incl. SMSF) and asset protection strategies that encompass far more than just money management and investment.

What you'll get involved with:
Attending and contributing to new and existing client meetings

Equally involved in leading the client relationship as the Senior Advisor - this is not a back-office role

Assisting with the preparation of high level and complex strategic SoA’s

Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection.

Preparing ongoing strategic review documents

Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption

Attending to general client queries

Maintenance and management of client portfolios.

We are looking for an individual who has:
A degree in Commerce, Economics, or similar discipline

2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable

A desire to invest in themselves as much as we will invest in them

Ideally come from a paraplanning or client services background

Exceptional client service focus and ex cellent written and verbal communication skills

Good lateral thinking and problem-solving skills

Strong Word, Excel and analytical skills

**Job Types**: Full-time, Permanent

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